LJ Financial Planning, David Jamieson

Independent Financial Adviser  Unit 15a Belle Vue Road, Wolverhampton, West midlands, WV3 9LQ
First meeting at adviser's own cost
You work hard for your money. Does your money work hard for you?
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Response rating
9.1/10
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FCA authorised
Last authorised 10th August 2020
Meet our advisers
David Jamieson
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

This qualification is for those individuals that wish to undertake additional qualifications above the benchmark requirement and covers investment strategies, taxation, trusts and later life planning.

About us

Formed in 2004, LJ Financial Planning is a nationwide firm of Independent Financial Advisers that work with individuals and businesses throughout the UK to grow, protect and preserve wealth through expert financial planning.

We understand how important it is to make the most of your money and we aim to deliver outstanding service to all of our clients whatever their financial needs or aspirations.

As holders of the prestigious Chartered status, which marks out those who consistently achieve the highest standards of learning and ethical behaviour, we work to the ‘gold standard’ of planning, helping individuals and businesses to implement bespoke financial plans in an increasingly complex financial world.

We are experienced, highly-qualified financial planners that are supported by an excellent behind-the-scenes team and by access to the latest technology and market-leading software.

Our services

Wanting to save for your children’s education? Planning for a comfortable retirement? Or just worried that you’re paying too much tax? Whatever your needs or concerns, we understand how important it is to have complete confidence in your finances with the help of independent financial advice you can trust. At LJ Financial Planning our financial advisers are highly qualified and fully independent, which means that you’ll always receive clear and straightforward advice that’s right for you.

Where to find us
Head office address: Unit 15a Belle Vue Road, Shrewsbury, SY3 7LN
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.1/10
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FCA authorised
Last authorised 10th August 2020

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